See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,405 | $77,899-75.1% | $149,673-87.0% | $75,163-74.2% |
| Participation rate | 54.3% | 65.6%-11.3pp | 78.8%-24.5pp | 67.2%-12.9pp |
| Annual return | 17.66% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $388 | $3,137-87.6% | $4,818-92.0% | $2,670-85.5% |
| Participant deferral / active EE | $2,434 | $3,411-28.6% | $5,680-57.2% | $4,125-41.0% |
| Admin fee / account holder | $4 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |